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Heritage Wealth Management, Inc. /CA/: SHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Management, Inc. /CA/ on SHM, newest first. How the timeline and the estimate are built.

Heritage Wealth Management, Inc. /CA/ held 18,085 SHM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,085 shares
    Change vs previous 13F +3,095 shares

    0.43% of the 13F portfolio, value $867,437.

    13F-HR 0001420506-26-001271 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,990 shares
    Change vs previous 13F +1,663 shares

    0.4% of the 13F portfolio, value $716,966.

    13F-HR 0001420506-26-000911 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,327 shares
    Change vs previous 13F +848 shares

    0.41% of the 13F portfolio, value $639,574.

    13F-HR 0001420506-26-000168 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,479 shares
    Change vs previous 13F +493 shares

    0.41% of the 13F portfolio, value $601,727.

    13F-HR 0001420506-25-003005 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,986 shares
    Change vs previous 13F +38 shares

    0.43% of the 13F portfolio, value $573,300.

    13F-HR 0001941040-25-000364 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,948 shares
    Change vs previous 13F +1,054 shares

    0.49% of the 13F portfolio, value $568,716.

    13F-HR 0001941040-25-000247 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,894 shares
    Change vs previous 13F +2,045 shares

    0.44% of the 13F portfolio, value $516,261.

    13F-HR 0001941040-25-000121 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,849 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $426,002.

    13F-HR 0001941040-24-000442 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).